CIK: 0001859474
申告総資産額
$2.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 27.81% | — | -0.40% | |
| 2 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 12.40% | — | +0.45% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.99% | — | -2.38% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.70% | — | +1.15% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.25% | — | — | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.06% | — | +0.18% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.95% | — | -2.25% | |
| 8 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.86% | — | — | |
| 9 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 1.82% | — | -0.28% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.64% | — | +1.40% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.59% | — | +0.01% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.56% | — | -5.16% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.53% | — | -4.40% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.47% | — | — | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.42% | — | +4.97% | |
| 16 | CZBS | Citizens Bancshares CORP | 株式-その他 | 1.35% | — | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.27% | — | -5.48% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.23% | — | -7.66% | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.16% | — | — | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.01% | — | -16.52% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.92% | — | +2.33% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | — | |
| 23 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.89% | — | +0.54% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.86% | — | +0.64% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.84% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | — | +6.87% | |
| 27 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.77% | — | -0.15% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.74% | — | -3.89% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.73% | — | +13.55% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | — | +1.94% | |
| 31 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.67% | — | +1.59% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.65% | — | — | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -9.70% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | -24.24% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.53% | — | +36.80% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | +11.43% | |
| 37 | AZO | Autozone INC | 株式-一般消費財 | 0.53% | — | — | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.52% | — | -49.31% | |
| 39 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.48% | — | -4.05% | |
| 40 | BITW | Bitwise 10 Crypto Index ETF | ETF-暗号資産 | 0.45% | — | +67.60% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.45% | — | — | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | — | -46.84% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | — | +68.90% | |
| 44 | WPC | Wp Carey INC | 株式-不動産 | 0.42% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.42% | — | +5.82% | |
| 46 | ETHE | Grayscale Ethereum Staking E | ETF-その他 | 0.41% | — | +68.33% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.41% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -34.18% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | +37.19% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.40% | — | -1.41% |